Palisades Hudson Asset Management

Palisades Hudson Asset Management as of Dec. 31, 2024

Portfolio Holdings for Palisades Hudson Asset Management

Palisades Hudson Asset Management holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Tr Sp Smcp600vl Etf (IJS) 13.3 $32M 291k 108.61
SPDR S&P 500 ETF Tr TR Unit (SPY) 9.3 $22M 38k 586.08
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $17M 59k 289.81
iShares Tr Sp Smcp600gr Etf (IJT) 5.6 $13M 99k 135.37
iShares Tr Core S&P 500 ETF (IVV) 5.6 $13M 23k 588.71
iShares Tr Core S&P SCP ETF (IJR) 5.1 $12M 104k 115.22
iShares Tr Core MSCI Euro (IEUR) 4.3 $10M 187k 53.98
iShares MSCI Japan ETF (EWJ) 3.5 $8.3M 123k 67.10
JP Morgan Exchange Traded Fund Betbuld Japan 3.3 $7.9M 145k 54.89
iShares Gold Trust iShares (IAU) 2.3 $5.5M 111k 49.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.3 $5.5M 86k 63.47
Apple (AAPL) 2.2 $5.3M 21k 250.41
SPDR S&P Small Cap Value S&P 600 Smcp Val (SLYV) 2.2 $5.1M 59k 87.26
iShares Tr MSCI AC Asia ETF (AAXJ) 2.1 $5.1M 71k 72.18
iShares MSCI Aust ETF (EWA) 1.9 $4.5M 188k 23.86
NVIDIA Corporation (NVDA) 1.7 $4.2M 31k 134.28
Microsoft Corporation (MSFT) 1.6 $3.9M 9.2k 421.58
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $3.5M 33k 104.88
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $3.3M 66k 49.62
NuShares ETF Trust Nuveen ESG SMLCP ETF (NUSC) 1.3 $3.1M 73k 41.88
SPDR Index Shs Fds Glb Nat Resrce (GNR) 1.3 $3.0M 61k 49.77
Amazon (AMZN) 1.2 $2.8M 13k 219.37
SPDR Gold Trust Gold SHS (GLD) 1.1 $2.6M 11k 242.14
iShares Tr Europe ETF (IEV) 0.9 $2.2M 42k 52.05
SPDR S&P Small Cap Growth S&P 600 Smcp Grw (SLYG) 0.7 $1.6M 18k 90.35
Fidelity MSCI Real Estate ETF Msci Rl Est Etf (FREL) 0.7 $1.6M 57k 27.02
Vanguard Index Fds Reit Etf (VNQ) 0.6 $1.5M 17k 89.08
iShares Msci Cda Etf (EWC) 0.6 $1.5M 36k 40.29
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 7.1k 189.35
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M 7.1k 190.46
Costco Wholesale Corporation (COST) 0.5 $1.2M 1.3k 916.33
Vanguard Intl Equity Index F Allwrld Ex Us (VSS) 0.4 $1.0M 9.1k 114.47
VanEck ETF Trust Global Alter ETF (SMOG) 0.4 $1.0M 10k 98.72
Intuit (INTU) 0.4 $982k 1.6k 628.50
Visa Com Cl A (V) 0.4 $908k 2.9k 315.94
Goldman Sachs (GS) 0.4 $877k 1.5k 572.74
iShares Tr Russell 2000 ETF (IWM) 0.4 $853k 3.9k 221.10
iShares Tr Gl Clean Ene ETF (ICLN) 0.4 $841k 74k 11.38
American Express Company (AXP) 0.3 $808k 2.7k 296.97
Mastercard Cl A (MA) 0.3 $794k 1.5k 526.67
iShares Tr Rus 2000 Grw ETF (IWO) 0.3 $737k 2.6k 287.89
Abbvie (ABBV) 0.3 $665k 3.7k 177.72
Home Depot (HD) 0.3 $659k 1.7k 388.96
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $619k 29k 21.06
iShares Tr Rus 2000 Val ETF (IWN) 0.3 $615k 3.7k 164.09
PNC Financial Services (PNC) 0.3 $602k 3.1k 192.81
Meta Platforms Cl A (META) 0.3 $601k 1.0k 585.93
Moody's Corporation (MCO) 0.3 $595k 1.3k 472.97
Adobe Systems Incorporated (ADBE) 0.2 $558k 1.3k 444.89
Yum! Brands (YUM) 0.2 $556k 4.1k 134.20
Steel Dynamics (STLD) 0.2 $556k 4.9k 114.07
Tesla Motors (TSLA) 0.2 $551k 1.4k 404.05
UnitedHealth (UNH) 0.2 $546k 1.1k 506.15
Abbott Laboratories (ABT) 0.2 $542k 4.8k 113.16
Trane Technologies PLC Class A SHS (TT) 0.2 $527k 1.4k 369.29
McDonald's Corporation (MCD) 0.2 $517k 1.8k 289.39
JPMorgan Exchange Traded Fund Betabuldrs CDA 0.2 $506k 7.2k 70.63
Vanguard Short-Term Bond Short Trm Bnd (BSV) 0.2 $480k 6.2k 77.34
Prologis (PLD) 0.2 $467k 4.4k 105.68
MicroStrategy Inc Class A Cl A New (MSTR) 0.2 $465k 1.6k 289.36
Danaher Corporation (DHR) 0.2 $462k 2.0k 229.57
Oracle Corporation (ORCL) 0.2 $443k 2.7k 166.79
Marriott Intl Cl A (MAR) 0.2 $428k 1.5k 279.19
C H Robinson Worldwide Com New (CHRW) 0.2 $410k 4.0k 103.27
Hartford Financial Services (HIG) 0.2 $385k 3.5k 109.28
Motorola Solutions Com New (MSI) 0.2 $374k 810.00 461.73
Gra (GGG) 0.2 $372k 4.4k 84.24
iShares Tr US Hlthcare ETF (IYH) 0.2 $363k 6.2k 58.21
Anthem (ELV) 0.2 $360k 977.00 368.47
Boeing Company (BA) 0.1 $355k 2.0k 177.06
Comerica Incorporated (CMA) 0.1 $347k 5.6k 61.88
Northrop Grumman Corporation (NOC) 0.1 $342k 728.00 469.78
Marsh & McLennan Companies (MMC) 0.1 $341k 1.6k 212.16
Vanguard Intl Equity Index F S&p 500 Etf Shs (VOO) 0.1 $315k 585.00 538.46
Ryman Hospitality Pptys (RHP) 0.1 $312k 3.0k 104.49
Juniper Networks (JNPR) 0.1 $311k 8.3k 37.43
Deere & Company (DE) 0.1 $310k 732.00 423.50
Weyerhaeuser Company (WY) 0.1 $307k 11k 28.17
Chevron Corporation (CVX) 0.1 $296k 2.0k 144.76
AutoZone (AZO) 0.1 $295k 92.00 3206.52
Broadcom (AVGO) 0.1 $295k 1.3k 231.97
Union Pacific Corporation (UNP) 0.1 $291k 1.3k 228.00
Amphenol Corporation (APH) 0.1 $289k 4.2k 69.47
Texas Roadhouse (TXRH) 0.1 $285k 1.6k 180.38
Paypal Holdings (PYPL) 0.1 $281k 3.3k 85.39
Wal-Mart Stores (WMT) 0.1 $278k 3.8k 74.07
McKesson Corporation (MCK) 0.1 $277k 486.00 569.07
Procter & Gamble Company (PG) 0.1 $268k 1.6k 167.51
New York Life Investments ETF Candriam US Lrg (IQSU) 0.1 $247k 5.1k 48.37
Bank of America Corporation (BAC) 0.1 $245k 5.6k 43.88
SPDR Series Trust Shrt Intl ETF (BWZ) 0.1 $242k 9.5k 25.35
Managed Portfolio Series Tortoise NRAM PI 0.1 $240k 7.0k 34.08
Morgan Stanley (MS) 0.1 $236k 1.9k 125.67
Automatic Data Processing (ADP) 0.1 $233k 796.00 292.19
Cummins (CMI) 0.1 $216k 620.00 348.39
Caterpillar (CAT) 0.1 $216k 595.00 362.71
Starbucks Corporation (SBUX) 0.1 $215k 2.3k 91.38
iShares Tr Core S&P Mid-Cap ETF (IJH) 0.1 $212k 3.4k 62.26
Alps ETF TR Alerian MLP ETF (AMLP) 0.1 $209k 4.3k 48.26
iShares Silver Trust iShares (SLV) 0.1 $209k 7.9k 26.33
Netflix (NFLX) 0.1 $208k 233.00 892.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $208k 7.6k 27.37
Senseonics Hldgs (SENS) 0.0 $21k 40k 0.53
Cummins 0.0 $11k 32.00 343.75
Cummins 0.0 $999.999900 3.00 333.33